Eddy Gutierrez is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. His prior roles include positions at Oppenheimer and Bank of America, N.A. He holds Series 63 and Series 65 licenses. Outside of his advisory work, Gutierrez is managing partner of California Street Wealth Management LLC and CEO of Chaves Ventures Corp, both financial services firms based in San Rafael, CA. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a wide range of investment and fee-based financial planning services. The firm provides tailored recommendations using proprietary research and planning tools, with planning engagements typically provided on a discrete basis.

Patrick Carlin III is a financial advisor with Wells Fargo Advisors in San Rafael, CA, holding a Series 66 designation and six years of industry experience. He previously worked at Oppenheimer & Co. Inc. and Forester's Financial, among other firms. Outside his advisory role, Carlin manages the day-to-day operations of California Street Wealth Management LLC and Castlederg Capital Management Corp. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with other financial products, serving clients who meet certain net-worth thresholds.